Trish Cheek
Posts
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Answered
Both taxpayers notified the return is ready simulateously
I just took another tongue-lashing from a wife that was upset that her husband was notified first that the tax return was ready, and that she wasn't notified at the same time. This has happened mul...
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Gather-Let either spouse sign to get started
When our clients receive their Gather request, it requires the first person on the return to sign first before the spouse can get into the request. It would save about 85% of our phone calls on Gat...
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Add SSA-1099 forms as a recongizable form for DRL in Gather
SSA-1099 forms are not currently recognized as DRL items. Please include these social security income forms to the recognized forms list to Gather.
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Allow us to choose which organizer pages will be sent in Gather batches
When we are sending Gather in batches, allow us to pick and choose which pages of the organizer to send to the client. Right now it is only available when sending a single Gather.
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Answered
Show what has already been downloaded in Gather
When clients come in and initially upload documents, we download that set of documents. When the client uploads more documents, we get the email there are additional uploads by the client. When we ...